Overview
Designed to simplify the time-tracking process, Timesheets enable users to meticulously record the duration spent on various assignments. Users with the appropriate permissions can effortlessly review and approve Timesheets, ensuring seamless workflow management.
Users must be Super Users or have the following roles to approve Timesheets:
Timesheets: Administrate
Creating a Timesheet entry
Timesheet entries can be added to Assignments through both the mobile app as well as through the backend application. The process is similar on each:
Creating a Timesheet entry on the mobile app
To create a Timesheet on the mobile app, follow these steps:
Navigate to Assignments
Open an Assignment you want to add a Timesheet entry to
Click the Timesheet button
Click on Add entry
Provide an option description
If applicable, select a Timesheet Entry Type
Designate the Start and End time for your Timesheet
Click on Save
Creating a Timesheet on the backend application
To create a Timesheet on the backend application, follow these steps:
Navigate to Assignments
Select the Assignment you want to add a Timesheet to
Click on the Timesheets icon
This can be done from the Overview section or when you Open/ Edit an Assignment
Click on the Add time entry icon
Provide an option description
If applicable, select a Timesheet Entry Type
Designate the Start and End time for your Timesheet
Click on the Save icon
Reviewing and approving Timesheet entries
Efficiently overseeing Timesheet entries is crucial for effective time management and resource allocation. Our centralized Timesheets feature provides a user-friendly interface for reviewing and approving Timesheet entries, coupled with convenient filtering options to streamline the process.
Approving a Timesheet entry
Timesheets can be in two different states:
Awaiting Approval | Timesheet has been submitted, but not yet approved | |
Approved | Timesheet has been submitted and approved |
To approve a Timesheet, follow these steps:
Navigate to Timesheets on the backend application
Scan through the list of Timesheet entries to review details such as date, duration, and entry type.
Select the Timesheet entry you would like to approve
Click the Approve icon
Super Users or Users with the Timesheets: Administrate Role will automatically approve their own Timesheet entries upon submission.